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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 insurance agency los angeles


]project-open[
The ]project-open[ Web-based project management application covers essential functionality for project/portfolio management, CRM, finance, human resources

insurance agency los angeles  project-open[ The ]project-open[ Web-based project management application covers essential functionality for project/portfolio management, CRM, finance, human resources, knowledge management, and more. ]project-open[ solutions target the following: - Agency use, especially for advertising or Internet agencies with requirements for collaboration, cost accounting, invoicing, and access security. - IT service management (ITSM), for monitoring IT projects, financial aspects, and BI-style reporting. -

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » insurance agency los angeles

HIPAA Compliance and the eSureIT Online Backup Service


The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements.

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CRM for Financial and Insurance Markets


Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

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AlphaMedica Gets Clean Bill of Health with QuickBooks Enterprise Solutions


The medical marketing agency AlphaMedica, based in New York, New York (US), is a fast-growing business. It needed an accounting system that could keep up with a flurry of activity, generate quick payments and reports, and link smoothly to the in-house systems used to manage the more specialized aspects of its business. For help, it turned to QuickBooks Enterprise Solutions.

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The Whitelisting of America: Security for IT


Once upon a time around 1995, the well-known American agency, the National Security Agency (NSA), decided that there was no computer operating system that was adequately secure for their needs.  In analyzing the risks, they found that while UNIX was the most secure, they needed additional protection. They looked at the industry of anti-virus protection, at problems with Trojan software, at the

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Sciforma Corporation


Based in Los Gatos, California (US), Sciforma Corporation provides project and process management software solutions and services to a worldwide customer base. It has been in business for over twenty-three years starting in 1982, with the introduction of the first PC DOS project management product, Project Scheduler, and enterprise-level solutions. Its name means "the science of planning" and is derived from the English word "science" and the Latin word "forma" which means plan. Sciforma develops enterprise project management software, PSNext (Web-based project management), PS8, and Project Communicator (Windows desktop-based project management), and real-world process mapping and simulation software, Sciforma Process. Sciforma Corporation has offices in the United States and an established network of international partnerships and subsidiaries to support customers throughout the world.

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Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

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Estudio de caso: Polymita crea el portal del Hospital Sant Joan de Déu


El Hospital Sant Joan de Déu, uno de los hospitales más importantes de España, recurrió a Polymita para crear su web corporativa, una intranet personalizada para cada uno de sus trabajadores y automatizar sus procesos internos. Las soluciones BPM y ECM de Polymita llevaron al hospital a ganar el Premio al Mejor Portal del Empleado, y a lograr una gestión unificada de personas, procesos y contenidos.

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Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

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Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

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ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

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